وصف الوظيفة
Role Overview
Private Banker Principal - Director at Citi, based in the UAE Market. The role delivers private and investment banking services to Ultra High Net Worth (UHNW) clients, defined as those with USD 25+ million Net Worth.
Company Overview
Citi Private Bank is a trusted advisor to the world's wealthiest, most influential individuals and families. Among its select clients are a third of the world's billionaires, many of whom are globally minded entrepreneurs. Citi Private Bank provides bespoke service and access to tailored solutions through a holistic approach to wealth management.
Role Purpose
To develop and deliver private and investment banking services that address the unique investment, risk management, and financing/liquidity needs of Ultra High Net Worth clients within the UAE Market, serving as a trusted advisor and relationship leader.
Key Responsibilities
Client Relationship Management
- Build in-depth understanding of clients' businesses and sources of wealth generation.
- Serve as a trusted advisor to Private Bank clients.
- Develop strong relationships with business partners, colleagues and support functions across the Private Bank.
Client Solutions & Business Development
- Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs.
- Prospect for new clients and business opportunities.
- Identify new business opportunities and close transactions.
- Sell new products based on client needs.
Execution & Performance
- Set challenging goals and regularly monitor progress toward objectives.
- Make adjustments as needed to achieve results.
Team Leadership & Collaboration
- Help team members acquire experience necessary to establish credibility with clients and intermediaries.
- Work effectively on teams and influence diverse resources and stakeholders.
- Maintain control, find solutions and resolve issues through partnerships with support functions.
Risk & Compliance
- Understand and communicate the risk involved with various investment strategies.
- Maintain strong awareness of risk and compliance requirements.
Qualifications & Experience
- Proven experience in UHNW Private Banking or institutional/corporate banking market, specifically covering the UAE Market.
- Demonstrated track record in relationship acquisition.
- Proven success in building new business, prospecting for new clients and identifying new business opportunities.
- Proven success in closing transactions.
- Extensive experience selling new products based on client needs.
- Experience working on teams and influencing diverse resources and stakeholders.
Skills & Competencies
- Fluent English (written and spoken).
- Arabic language skills are essential for this role.
- Excellent relationship building skills.
- Thrives in a business development environment.
- Strong IT skills including Excel and Word.
- Creative and innovative thinking.
- Ability to multi-task and prioritize.
- Strong awareness of risk and compliance.
Additional Information
- Employment Type: Full time.
- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.